Experience

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  Edelman Financial Services

  • Client Service Associate

    • May 2014 - Present

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  Northwestern Mutual - The Reston Financial Group

  • Reston

  • Associate Financial Representative

    • Nov 2010 - Apr 2014
    • Reston

    Performs day-to-day operational procedures for investment business: including processing investment accounts and trades, providing account reviews and analysis, providing client service, and maintaining compliance procedures for office.

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  USinternetworking, Inc

  • Product Manager

    • Jan 1999 - Jan 2001

    Managed feature/benefit definition, market segmentation, product positioning and pricing for PeopleSoftfinancial product offerings, which also included PeopleSoft eProcurement.Selected Achievements: Key member of PeopleSoft product launch strategy team, which led to four new contract signings of $1M+ each within first quarter of product introduction. Helped define, manage and execute PeopleSoft solutions by collaborating with USi technical architects, client care, operations, consulting, sales and marketing. Identified additional strategic opportunities to enhance existing product offering and led 10-member task force in the development of software upgrade methodology and strategies for existing clients.

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  Technology Solutions Company (TSC)

  • Senior Consultant

    • Jan 1995 - Jan 1999

    Served as Team Lead for PeopleSoft purchasing and accounts payable modules with clients in manufacturing,distribution, and food service industies while managing functional and technical consultants. Performed clientneeds assessments and assisted clientele in defining new business processes.

• 

  National Education Training Group

  • Project Manager

    • Jan 1992 - Jan 1995

    Managed, monitored and budgeted the development of client/server and end-user courseware products consisting ofcomputer based training for Microsoft package software and video training. Attended daily meetings with uppermanagement to report on course development issues, progress and budgets.Selected Achievements: Established the use of Microsoft Project to manage internal projects, which improved tracking of budgets and timelines resulting in over 90% of projects being completed on time and under budget. Worked with product development and marketing departments to ensure course objectives and schedules were being met.

• 

  Alpha Channel

  • Director of Sales & Marketing

    • Jan 1990 - Jan 1992

    Managed day-to-day client relationships, which included Quaker Oats, Hal Riney & Partners and The ChicagoMercantile Exchange. Generated client interest in computer-generated graphics, interactive multi-media and servicebureaus.